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Media Bookings · Media planner

Start a campaign

Browse the guidesMedia Bookings

A campaign holds the brief, the plan and which version of it the client approved. Whoever starts it is its planner.

Steps

  1. Choose Media Bookings in the rail, then Start a campaign. It is also on the Brief stage of the Campaigns tab: choose Brief in the stage switch at the top of the page.
    The Brief stage of the Campaigns tab with the Start a campaign button outlinedThe Brief stage of the Campaigns tab with the Start a campaign button outlined
  2. Choose the Client. If they are not listed, press Add a client under the picker, fill in New client and press Add the client.
  3. Fill in Campaign (its name) and Code, a short reference such as KCG-SUM26. The code starts every insertion order number.
    The campaign brief form with Karoo Craft Gin chosen, and the Campaign and Code fields filled in and outlinedThe campaign brief form with Karoo Craft Gin chosen, and the Campaign and Code fields filled in and outlined
  4. Fill in Brand or product, Objective and Budget (gross media, excluding VAT) if you have them.
  5. Set Flight starts and Flight ends from the calendar.
    The campaign brief form with the Flight starts and Flight ends dates filled in and outlinedThe campaign brief form with the Flight starts and Flight ends dates filled in and outlined
  6. Choose the Buyer, the person who books it with the media owners.
  7. Press Send the form.

What you will see

  • The campaign’s State is Planning, and the form Media plan for the campaign is on On your desk. See Build the plan and send it to the client.
  • The commission and VAT rates are copied from your organisation’s media settings onto the campaign. A later change to the settings does not reprice it.

Common problems